Valeo Financial Advisors provides comprehensive financial planning and investment advice to individuals and families, covering areas like cash flow, retirement, taxes, and estate planning. Valeo also offers investment management consulting to trusts, estates, and other organizations. Valeo does not assist with the implementation of financial plans unless agreed to in writing and does not prepare legal or accounting documents.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are based on net worth. A one-time new client transition fee equal to one full quarterly fee is billed at the inception of the relationship. The minimum annual fee is $10,000. Valeo may discount fees based on unique circumstances or relationships. Valeo Essentials service is offered at 0.50% of the client’s net worth with an annual minimum fee of $2,500.